See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,784 | $132,049-36.6% | $200,582-58.2% | $74,304+12.8% |
| Participation rate | 73.6% | 84.1%-10.5pp | 86.9%-13.3pp | 60.3%+13.3pp |
| Annual return | 17.32% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,020 | $4,558-77.6% | $6,419-84.1% | $2,241-54.5% |
| Participant deferral / active EE | $2,970 | $7,213-58.8% | $9,331-68.2% | $3,767-21.2% |
| Admin fee / account holder | $1,165 | $2,405-51.5% | $16,305-92.9% | $2,969-60.7% |